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Welcome Women Investors Ahoy!

Are You Ready To Take Control of Your Financial Future? We'll Guide You There.  

We assist you with the financial aspects of happy times like marriage, educating your children on investing, and setting and achieving your own financial independence goals.  

We are a financial sounding board that is 100% confidential.  Do you want to know why inheritance is separate property, or to discuss the pros and cons of pre-nuptial agreements?  Do you want to set up college education funds for your children or for your grandchildren? Do you know the differences between education accounts types among your several choices? Do you need CPA referrals or Estate Attorney referrals?  We can help.

We assist you through difficult times.  We are here for you as a sister, a friend, and as a very qualified team of investment advisors.

We assist women going through difficult transitional times like divorce, widowhood, caring for your parents, and for your children. Do you wonder how you can protect your children from their own journey which sometimes isn't idyllic? We understand your need to feel safe and protected during even the most vulnerable times. The word "Comfort" comes from the Latin, con-fortis, which means to strengthen.  We comfort you by strengthening you, offering the solutions you need to your financial challenges until you are at peace. We take your hand and walk with you each step of the way.  It's what we do and we do it well.

We understand. We guide your thrive!